Plante Moran Financial Advisors’s Aimco AIV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-1,389
| Closed | -$8K | – | 801 |
|
|
2017
Q2 | $8K | Hold |
1,389
| – | – | 0.01% | 583 |
|
|
2017
Q1 | $8K | Buy |
+1,389
| New | +$8K | ﹤0.01% | 605 |
|
|
2016
Q4 | – | Sell |
-2,335
| Closed | -$14K | – | 958 |
|
|
2016
Q3 | $14K | Buy |
+2,335
| New | +$14K | 0.01% | 534 |
|
|
2016
Q1 | – | Sell |
-1,464
| Closed | -$8K | – | 850 |
|
|
2015
Q4 | $8K | Buy |
+1,464
| New | +$8K | 0.01% | 608 |
|